Top Tech Jobs & Startup Jobs

The Aspiring Financial Advisor will guide customers in achieving their financial goals by assessing their financial needs and providing personalized financial advice and solutions.

The Aspiring Financial Advisor role at Old Mutual involves helping customers achieve their financial goals through identifying needs and providing financial advice. Applicants should be self-motivated and possess an entrepreneurial spirit.

The Aspiring Financial Advisor role focuses on helping customers achieve their financial goals by providing tailored financial advice, developing personalized financial plans, and ensuring accountability in the implementation of solutions.

The Associate Financial Advisor role focuses on helping customers achieve their financial goals by identifying needs, providing financial advice, and implementing tailored financial plans and solutions. The position emphasizes building customer relationships and trust through effective communication and consultative selling.

The Salaried Financial Advisor at Old Mutual will provide tailored financial advice, ensure customer satisfaction, analyze solutions for clients, manage customer relationships, and develop business opportunities. They will also adhere to operational compliance and maintain accurate data in CRM systems. Excellent communication and sales skills are essential.

As a Salaried Financial Advisor, you will provide advice on financial products, ensuring quality customer service, analyzing issues, developing customer relationships, and adhering to compliance regulations. The role involves business development, data management, and effective communication to meet customer needs and create sales opportunities.

The Salaried Financial Advisor provides advice on a specific range of financial products to an allocated market. This role focuses on achieving individual performance targets while adhering to compliance and customer value propositions. It involves developing and reviewing a business plan with limited prospecting.